Concurrent Investment Advisors, LLC Fidelity High Dividend ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,563 shares of FDVV stock, worth $2.09 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
41,563
Previous 17,679
135.1%
Holding current value
$2.09 Million
Previous $827 Million
154.56%
% of portfolio
0.06%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
254Shares Held
21.7MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$139 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.33MShares$66.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$56.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$51.4 Million0.02% of portfolio
-
Childress Capital Advisors, LLC Houston, TX760KShares$38.2 Million10.52% of portfolio